Kuhn Advisors
Finance · North Carolina, United States · 1-10 Employees
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Overview
Headquarters
2828 Pickett Rd Ste 170, Durham, North C...Phone Number
(919) 493-3233Website
www.kuhnadvisors.comRevenue
<$5 MillionIndustry
About Kuhn Advisors
Kuhn Advisors Inc. is a comprehensive wealth management firm that specializes in advising multi-generational families through a transparent and values-driven process. They offer tailored financial planning services for clients at various life stages, including those ready to retire, mid-career professionals, and university faculty/staff. Their services encompass retirement and education savings, charitable gifting strategies, and inter-generational wealth transfers. The firm emphasizes aligning financial decisions with clients' values and providing personalized advice to streamline their financial lives.Explore more
Kuhn Advisors Org Chart
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Kuhn Advisors Inc. is a comprehensive wealth management firm that specializes in advising multi-generational families through a transparent and values-driven process. They offer tailored financial planning services for clients at various life stages, including those ready to retire, mid-career professionals, and university faculty/staff. Their serv... Read More
